Hello, Cupid
Many of the adviser firms we deal with tell us that achieving good customer outcomes is about great financial planning and finding the perfect match between a client and the financial products that will help them attain their goals in life. This hub aims to help you play the role of matchmaker as efficiently and effectively as possible.

Investment options
Whatever your clients’ needs, we have investment options to meet them

Our Funds & Shares Service offers a comprehensive investment range, and uses our own stockbroker to keep costs down.

A low-cost range of passive, active and income portfolios with an annual management charge of just 0.15% + VAT.